OREMAVEN
XMM 7,722.00 -2.63% YTD +5.6% OM ASX 450.55 -2.56% YTD +0.1% OM PRECIOUS 349.20 -2.24% YTD +2.5% OM EX-PREC 418.91 -2.72% YTD -1.1% XAU 4,115.59 +2.31% YTD -4.9% GLD 375.49 +0.81% YTD -5.2% GDX 85.75 +1.37% YTD -0.0% SIL 77.33 -1.00% YTD -7.3% COPX 70.23 -5.81% YTD -1.8% URNM 40.07 -2.79% YTD -27.0%
2026-11-06
◂ Monitor LTR ASX

LIONTOWN LIMITED

Ramping Producer · Lithium · AU · AR Rating locked: sign in to view v8 · ltr-20261024t195920-full
Last 2026-11-06
A$0.645
1D
—
1M
—
YTD
—
1Y
—
Upside
Locked: sign in to view
Mkt cap
A$2.1B
EV
A$2B
Cash
A$560M
Debt
A$368.7M
2 newer ASX announcements not yet reflected in this valuation

Narrative and provenance

Research & Sources

AI Analyst Report

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Chronological evidenceSource-document inventory15 documents
LTR eligible local ASX closing priceMarket Data · HighExtracted

Newest eligible local raw and adjusted close A$0.715, volume 44,667,443; market data provider via miners.collect_stock_prices; one ordinary LTR share. October13 observation, not an October24 live quote.

Document ID
doc-ltr-market-20261013
Published UTC
2026-10-13T05:00:00+00:00
Projects
—
Commodities
—
Open original source ↗
Resources and Energy Quarterly September 2026Other · HighPartial

Resources and Energy Quarterly September 2026; date verified, intraday release time unavailable. Timestamp midnight UTC is a date-only normalization, not an observed publication time. Decision-relevant pages independently read.

Document ID
doc-ltr-req-20261002
Published UTC
2026-10-02T00:00:00+00:00
Projects
project-kv
Commodities
lithium
Open original source ↗
Kathleen Valley expansion FIDStudy · HighExtracted

Primary source factual ledger, independently checked against relevant retained pages for the current cutoff.

Document ID
doc-ltr-fid-20260930
Published UTC
2026-09-29T22:17:13+00:00
Projects
project-kv
Commodities
lithium
Open original source ↗
Kathleen Valley expansion presentationPresentation · HighPartial

Primary source factual ledger, independently checked against relevant retained pages for the current cutoff.

Document ID
doc-ltr-expansion-slides-20260930
Published UTC
2026-09-29T22:17:58+00:00
Projects
project-kv
Commodities
lithium
Open original source ↗
Application for quotationCorporate Action · HighExtracted

Primary source factual ledger, independently checked against relevant retained pages for the current cutoff.

Document ID
doc-ltr-shares-20260915
Published UTC
2026-09-15T06:46:21+00:00
Projects
project-kv
Commodities
lithium
Open original source ↗
Notification regarding unquoted securities - LTRCorporate Action · HighExtracted

Primary source factual ledger, independently checked against relevant retained pages for the current cutoff.

Document ID
doc-ltr-rights-20260915
Published UTC
2026-09-15T06:57:46+00:00
Projects
project-kv
Commodities
lithium
Open original source ↗
Application for quotation of securities - LTRCorporate Action · HighExtracted

Primary source factual ledger, independently checked against relevant retained pages for the current cutoff.

Document ID
doc-ltr-shares-20260907
Published UTC
2026-09-07T07:28:22+00:00
Projects
project-kv
Commodities
lithium
Open original source ↗
Application for quotation of securities - LTRTransaction · HighExtracted

Primary source factual ledger, independently checked against relevant retained pages for the current cutoff.

Document ID
doc-ltr-centenario-shares-20260902
Published UTC
2026-09-02T05:45:00+00:00
Projects
project-centenario
Commodities
lithium
Open original source ↗
Centenario farm-inTransaction · HighExtracted

Primary source factual ledger, independently checked against relevant retained pages for the current cutoff.

Document ID
doc-ltr-centenario-20260901
Published UTC
2026-08-31T22:59:54+00:00
Projects
project-centenario
Commodities
lithium
Open original source ↗
Annual Report to shareholdersResults · HighPartial

Primary source factual ledger, independently checked against relevant retained pages for the current cutoff.

Document ID
doc-ltr-annual-20260831
Published UTC
2026-08-30T21:57:24+00:00
Projects
project-kv
Commodities
lithium
Open original source ↗
June 2026 Quarterly Report - ClarificationResults · HighPartial

Primary source factual ledger, independently checked against relevant retained pages for the current cutoff.

Document ID
doc-ltr-june-corrected-20260729
Published UTC
2026-07-29T06:59:21+00:00
Projects
project-kv
Commodities
lithium
Open original source ↗
Offtake Agreement with Canmax Technologies executedEconomic Arrangement · HighExtracted

Primary source factual ledger, independently checked against relevant retained pages for the current cutoff.

Document ID
doc-ltr-canmax-20251209
Published UTC
2025-12-08T22:36:12+00:00
Projects
project-kv
Commodities
lithium
Open original source ↗
Amended debt and offtake arrangementsEconomic Arrangement · HighExtracted

Primary source factual ledger, independently checked against relevant retained pages for the current cutoff.

Document ID
doc-ltr-ford-20251009
Published UTC
2025-10-08T22:36:44+00:00
Projects
project-kv
Commodities
lithium
Open original source ↗
Offtake UpdateEconomic Arrangement · HighExtracted

Primary source factual ledger, independently checked against relevant retained pages for the current cutoff.

Document ID
doc-ltr-tesla-20250930
Published UTC
2025-09-29T23:29:32+00:00
Projects
project-kv
Commodities
lithium
Open original source ↗
LG Energy Solution strategic partnership original termsOther · HighPartial

LG Energy Solution strategic partnership original terms; date verified, intraday release time unavailable. Timestamp midnight UTC is a date-only normalization, not an observed publication time. Decision-relevant pages independently read.

Document ID
doc-ltr-lg-20240702
Published UTC
2024-07-02T00:00:00+00:00
Projects
project-kv
Commodities
lithium
Open original source ↗
Evidence facts60
fact-ltr-002debt

368685000 AUD

2026-06-30
fact-ltr-003lease_liabilities

136151000 AUD

2026-06-30
fact-ltr-004book_equity

1471158000 AUD

2026-06-30
fact-ltr-005revenue

639136000 AUD

2026-06-30
fact-ltr-006ebitda

147353000 AUD

2026-06-30
fact-ltr-007npat

92552000 AUD

2026-06-30
fact-ltr-008operating_cash_flow

181912000 AUD

2026-06-30
fact-ltr-009capex

134041000 AUD

2026-06-30
fact-ltr-012undrawn_facilities

0 AUD

2026-06-30
fact-ltr-014ownership_pct

100 %

2026-06-30
fact-ltr-015commodity

lithium text

2026-06-30
fact-ltr-016country

AU text

2026-06-30
fact-ltr-017ownership_pct

100 %

2026-06-30
fact-ltr-018commodity

lithium text

2026-06-30
fact-ltr-019country

AU text

2026-06-30
fact-ltr-023resource_tonnes

147 Mt

2026-06-30
fact-ltr-024resource_grade

1.33 % Li2O

2026-06-30
fact-ltr-025resource_contained

1955100.0 t

2026-06-30
fact-ltr-026resource_contained

184800.0 t

2026-06-30
fact-ltr-027resource_contained

1441600.0 t

2026-06-30
fact-ltr-028resource_contained

322400.0 t

2026-06-30
fact-ltr-029mining_method

Underground longhole stoping text

2026-06-30
fact-ltr-030resource_tonnes

15 Mt

2026-06-30
fact-ltr-031resource_grade

1.0 % Li2O

2026-06-30
fact-ltr-032resource_contained

150000.0 t

2026-06-30
fact-ltr-033resource_contained

91000.0 t

2026-06-30
fact-ltr-034resource_contained

59000.0 t

2026-06-30
fact-ltr-035mining_method

Open pit potential text

2026-06-30
fact-ltr-036reserve_tonnes

68.8 Mt

2026-06-30
fact-ltr-037reserve_grade

1.32 % Li2O

2026-06-30
fact-ltr-038reserve_contained

908160 t

2026-06-30
fact-ltr-tax-lossesGross revenue tax losses

454419000 AUD

2026-06-30
fact-ltr-tax-scopeTax consolidated group

100 percent Australian subsidiaries

2026-06-30
fact-ltr-013quarterly_net_burn

-136809000 AUD

2026-06-30
fact-ltr-039production_quarter

5155.55 t

2026-06-30
fact-ltr-040production_fy

19991.591999999997 t

2026-06-30
fact-ltr-041aisc

26280.0 AUD/t

2026-06-30
fact-ltr-042c1_cost

19900.0 AUD/t

2026-06-30
fact-ltr-043head_grade

1.3 % Li2O

2026-06-30
fact-ltr-044recovery_pct

63 %

2026-06-30
fact-ltr-045throughput

2483000 t

2026-06-30
fact-ltr-001Unrestricted bank cash

559957000 AUD

2026-06-30
fact-ltr-046guidance

FY27 390,000–440,000 dmt concentrate at 5.1% Li2O; 19,890–22,440t contained proxy text

2027-06-30
fact-ltr-047nameplate_capacity

2800000 tpa

2026-06-30
fact-ltr-048initial_capex

389000000 AUD

2026-09-30
fact-ltr-049mine_life

20 years

2026-09-30
fact-ltr-050sustaining_capex

95000000 AUD

2030-06-30
fact-ltr-020ownership_pct

0 %

2026-09-01
fact-ltr-021commodity

lithium text

2026-09-01
fact-ltr-022country

AR text

2026-09-01
fact-ltr-010shares_basic

3191980967 shares

2026-09-15
fact-ltr-011shares_fully_diluted

3203068943 shares

2026-09-15
fact-ltr-req-real-2026Government forecast SC6 real price CY2026

2411 USD/dmt SC6 CIF, real 2026

2026-10-02
fact-ltr-req-real-2027Government forecast SC6 real price CY2027

2287 USD/dmt SC6 CIF, real 2026

2026-10-02
fact-ltr-req-real-2028Government forecast SC6 real price CY2028

2100 USD/dmt SC6 CIF, real 2026

2026-10-02
fact-ltr-req-real-2029Government forecast SC6 real price CY2029

1813 USD/dmt SC6 CIF, real 2026

2026-10-02
fact-ltr-req-real-2030Government forecast SC6 real price CY2030

1615 USD/dmt SC6 CIF, real 2026

2026-10-02
fact-ltr-req-real-2031Government forecast SC6 real price CY2031

1498 USD/dmt SC6 CIF, real 2026

2026-10-02
fact-ltr-lg-offtake-termLGES offtake total term

15 years

2024-07-02
fact-ltr-priceReference price

0.715 AUD/share

2026-10-13
Conflicts requiring judgment1
  • Latest ordinary capital and remaining rights

    Appendix 3G auto-generated quoted count lags same-day Appendix 2A by152,232 shares; use Appendix2A quoted total and Appendix3G remaining rights after89,305 and62,927 conversions. Do not use stale rights in Appendix2A.